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Cascade Financial Partners’s Accenture ACN Stock Holding History

Cascade Financial Partners’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Sell
1,864
-224
-11% -$38.9K 0.02% 258
2026
Q1 		$414K Sell
2,088
-35
-2% -$8.15K 0.04% 181
2025
Q4 		$570K Sell
2,123
-228
-10% -$57.9K 0.06% 159
2025
Q3 		$580K Sell
2,351
-720
-23% -$188K 0.07% 152
2025
Q2 		$918K Sell
3,071
-30
-1% -$9.14K 0.11% 117
2025
Q1 		$968K Sell
3,101
-121
-4% -$42.7K 0.12% 105
2024
Q4 		$1.13M Sell
3,222
-50
-2% -$18K 0.15% 93
2024
Q3 		$1.22M Hold
3,272
– – 0.15% 90
2024
Q2 		$993K Buy
3,272
+30
+0.9% +$9.19K 0.13% 100
2024
Q1 		$1.02M Buy
+3,242
New +$1.18M 0.15% 99

Other funds holding ACN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cascade Financial Partners's ACN Position: Q2 2026 in Review

Cascade Financial Partners reduced its Accenture (ACN) stake by 11% in Q2 2026, selling an estimated $38.9K and leaving 1,864 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #258.

Cascade Financial Partners first reported a position in ACN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q3 2024. 1,905 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Cascade Financial Partners held 1,864 shares of Accenture worth $232K as of Q2 2026.
  • Cascade Financial Partners sold 224 Accenture shares in Q2 2026, an estimated $38.9K.
  • Accenture made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #258 holding.
  • Cascade Financial Partners first reported a position in Accenture in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's Accenture position peaked at $1.22M in Q3 2024.
  • 1,905 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.